MGM

Miura Global Management Portfolio holdings

AUM $93.1M
1-Year Est. Return 80.03%
This Quarter Est. Return
1 Year Est. Return
+80.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.72M
3
+$5.74M
4
BSX icon
Boston Scientific
BSX
+$4.5M
5
RGEN icon
Repligen
RGEN
+$3.2M

Top Sells

1
+$18.6M
2
+$9.48M
3
+$7.77M
4
DXCM icon
DexCom
DXCM
+$6.6M
5
NET icon
Cloudflare
NET
+$6.17M

Sector Composition

1 Healthcare 41%
2 Technology 27.8%
3 Financials 8.58%
4 Consumer Discretionary 7.86%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.8M 16.76%
100,000
+40,000
2
$18.5M 10.76%
370,000
+90,000
3
$15.5M 9.01%
485,000
-156,700
4
$13M 7.53%
37,500
-22,500
5
$9.72M 5.65%
+350,000
6
$9.25M 5.38%
150,000
-100,000
7
$9.02M 5.24%
40,000
-15,000
8
$8.13M 4.73%
30,000
-35,000
9
$7.74M 4.5%
46,000
+19,000
10
$7.31M 4.25%
32,712
+10,152
11
$6.92M 4.02%
300,000
+20,000
12
$6.1M 3.55%
52,500
-56,800
13
$5.74M 3.34%
+30,000
14
$5.72M 3.33%
180,000
-160,000
15
$5.62M 3.27%
24,000
-6,000
16
$5.52M 3.21%
35,000
-35,000
17
$5.39M 3.14%
72,000
-13,200
18
$4.01M 2.33%
435,900
-344,100
19
– –
-179,000
20
– –
-325,000